What bad things can happen if my parents put their home in my name? Betty and Frank plan to gift their home to their only son, Bruce. They want Bruce to inherit everything when they die. Right now Bruce is on all bank accounts. He is named as the beneficiary on their retirement accounts and…
How can you protect your children’s inheritance from predators? Susan Graham offers a solution in this video.
Why is it important to keep your estate plan up-to-date, and how often should you review it? Watch Susan M. Graham explain in a segment that is part of the “Moving America Forward” program featuring Ms. Graham, starring William Shatner and hosted by Doug Llewelyn. The program originally aired on June 18, 2017. ******…
Setting up an estate plan to protect you and your future is difficult and messy. As a result, most people procrastinate or push themselves to do it on their own. They don’t realize there is an alternative. Focusing on the plan that fits your needs will provide you with a results-oriented plan to match your…